-67.2%
BBWI vs BB
-18.0%
-49.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.5% | -3.6% | +0.6% |
| 7D | -6.2% | +15.0% | -21.1% | -9.2% |
| 30D | +25.5% | +3.5% | +22.0% | +23.6% |
| 3M | +8.0% | +2.7% | +5.3% | +5.6% |
| 6M | +12.7% | +44.7% | -32.1% | -2.1% |
| YTD | +11.6% | +143.3% | -131.6% | -16.6% |
| 1Y | -0.9% | +102.2% | -103.1% | -22.5% |
| 3Y | -22.7% | +156.1% | -178.8% | -47.5% |
| 5Y | -67.2% | -17.6% | -49.6% | -68.9% |
| All | -67.2% | -18.0% | -49.2% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling